--- title: "Welcome to the IDI Platform" slug: "getting-started-with-the-knowledge-site" updated: 2026-06-02T21:55:05Z published: 2026-06-02T21:55:05Z canonical: "help.idibilling.com/getting-started-with-the-knowledge-site" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.idibilling.com/llms.txt > Use this file to discover all available pages before exploring further. # Welcome to the IDI Platform The IDI platform is an integrated Operations Support System (OSS) and Business Support System (BSS) designed to help communications service providers manage the full lifecycle of delivering and supporting services. The platform brings together operational workflows, subscriber management, network service management, billing, customer care, provisioning, and supporting business processes into a unified ecosystem. Rather than relying on disconnected systems and manual processes, IDI provides a centralized platform that enables providers to efficiently operate and scale their business. ## What the IDI Platform Enables The IDI platform supports the end-to-end processes required to deliver services to subscribers, including: - Managing subscriber and account information - Creating and maintaining products and service offerings - Processing orders and service requests - Activating and provisioning services - Managing billing and invoicing - Supporting customer service and operational teams - Integrating with network systems and third-party applications - Providing reporting, analytics, and operational visibility Together, these capabilities help service providers streamline operations while delivering a consistent experience to subscribers. ## IDI Modules The platform consists of multiple modules that work together: ### Product Catalog Product Catalog defines the products and services offered by the provider. This includes service plans, pricing structures, packages, add-ons, and other configurable offerings that can be sold and provisioned to subscribers. ### CustomerCare CustomerCare provides the primary workspace for managing customer and subscriber relationships. Teams can view and maintain account information, subscriber details, services, billing information, communication history, and customer interactions from a centralized location. ### Orders Orders services as the entry point for sales, orders and direct invoices. Users are guided through the entry and submittal process so that the activation or change can move into Workflow for delivery. ### Inventory Inventory manages physical equipment and assets used to deliver services. This includes tracking devices and equipment throughout their lifecycle, maintaining relationships between equipment and subscribers, and supporting operational visibility into deployed assets. ### Provisioning Provisioning automates and coordinates the activation and configuration of services and network resources. It connects orders within the platform to downstream systems and operational infrastructure required to deliver services. ### Workflow Workflow supports the automation and orchestration of business processes and coordinates fulfillment activities across the platform. Workflow also includes configuration for system Triggers and Actions and Field Service Work Order Management. ### Tickets Tickets manages operational and customer support issues through their lifecycle. Teams can create, assign, track, and resolve work items while maintaining visibility into ongoing activities and customer-impacting events. ### Communications Communications manages interactions and notifications delivered through the platform. This includes customer messaging, notification templates, and communication events generated by platform activities and business processes. ### Document Storage Document Storage provides centralized management for documents and files associated with customers, orders, tickets, and operational processes. ### Customer Portal Customer Portal provides an end-subscriber experience that allows customers to interact directly with billing, services and account information. It includes capabilities such as account management, service visibility, bill access, and self-service functionality. ### Bulk Data Bulk Data supports large-scale data imports to assist with data migrations, administrative operations, and high-volume updates. ### Audit Log Audit Log provides visibility into system activity and changes occurring throughout the platform. Audit records support operational troubleshooting, change tracking, compliance needs, and historical analysis. ### Security Security manages authentication, authorization, and access controls throughout the platform. It ensures that users have appropriate access based on roles and operational requirements. ### CostGuard Desktop Client The CostGuard Desktop Client provides back-office and administrative capabilities used to support operational functions. ### Admin Console Admin Console provides configuration options for various capabilities and items in the platform. It also is where admins configure a user’s role-based access in the Desktop Client. ## How to Use This Documentation This knowledge portal is organized to support different audiences and use cases: - **Knowledge Articles** — Information on platform capabilities and modules - **IDI Updates-** Release notes for current and past IDI monthly platform updates. - **Developer Resources** —Provides guides, samples, recipes and API references for developers who are integrating to the IDI platform.